Topics covered: Strong End Markets for Building Products, New versus Resale Homes, Infrastructure Build in Emerging Markets
Companies covered: Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Hitachi Ltd., WESCO International, Inc. (NYSE:WCC), Terex Corporation (NYSE:TEX), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), MSC Industrial Direct Company, Inc. (NYSE:MSM), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), Anixter International Inc. (NYSE:AXE), Cintas Corporation (NASDAQ:CTAS), Willbros Group, Inc. (NYSE:WG), Verizon Communications Inc. (NYSE:VZ), URS Corp., AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), AECOM (NYSE:ACM), Broadcom Corporation (NASDAQ:BRCM), Vmware, Inc. (NYSE:VMW), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Texas Industries Inc., Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Joy Global, Inc., Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Standard Pacific Corp (NYSE:SPF), PulteGroup, Inc. (NYSE:PHM), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Federal-Mogul Holdings Corporation (NASDAQ:FDML), Beazer Homes USA, Inc. (NYSE:BZH), General Steel Holdings, Inc. (NYSE:GSI), India Globalization Capital Inc. (AMEX:IGC), Toll Brothers Inc. (NYSE:TOL), Armstrong World Industries Inc (NYSE:AWI)
Topics covered: U.S. Energy Infrastructure Build Out, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Vanguard Natural Resources LLC (NASDAQ:VNR), Pioneer Natural Resources Company (NYSE:PXD), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), EV Energy Partners, L.P. (NASDAQ:EVEP), Chesapeake Energy Corporation (NYSE:CHK), Baker Hughes (NYSE:BKR), Apache Corporation (NASDAQ:APA), Harry Winston Diamond Corporat, Cameco Corporation (NYSE:CCJ), Tel-Instrument Electronics Corp. (AMEX:TIK), Kinder Morgan Energy Partners
Topics covered: The Uranium Market Post-Fukushima, Platinum Group Metals' Automotive Demand Stays Steady, Industrial and Investment Demand Forecast for Silver, India and China Grow Diamond Values
Companies covered: Penn Virginia Resource Partner, Plains All American Pipeline, L.P. (NYSE:PAA), ONEOK Partners, L.P. (NYSE:OKS), Inergy LP, NiSource, Inc (NYSE:NI), Targa Resources Partners LP (NYSE:NGLS-A), MarkWest Energy Partners, LP (NYSE:MWE), Kinder Morgan Energy Partners, Enterprise Products Partners L.P. (NYSE:EPD), DCP Midstream Partners, LP (NYSE:DPM), Duncan Energy Partners LP, Copano Energy LLC, CenterPoint Energy, Inc. (NYSE:CNP), Buckeye Partners L.P. (NYSE:BPL), Silver Standard Resources Inc. (NASDAQ:SSRI), Silver Wheaton Corp (NYSE:SLW), Goldcorp Inc. (NYSE:GG), Barrick Gold Corporation (NYSE:GOLD), Haynes International, Inc. (NASDAQ:HAYN), Uranium Resources, Inc. (NASDAQ:URRE), United States Antimony Corporation (NYSEAMERICAN:UAMY), Metalline Mining Co.
Topics covered: Natural Resources & Technology, Large Cap Growth-Oriented Investing, Investing in Energy, Investing in Asia, Globalization of Health Care
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Whirlpool Corporation (NYSE:WHR), Schlumberger N.V. (NYSE:SLB), Procter & Gamble Company (The) (NYSE:PG), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), Macy's Inc (NYSE:M), HP Inc (NYSE:HPQ), Halliburton Company (NYSE:HAL), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), Dow Inc. (NYSE:DOW), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), Cummins Inc. (NYSE:CMI), Colgate-Palmolive Company (NYSE:CL), CBS Corporation (NYSE:CBS), Chicago Bridge & Iron Company N.V. (NYSE:CBI), Caterpillar, Inc. (NYSE:CAT), Cardinal Health, Inc. (NYSE:CAH), Bristol-Myers Squibb Company (NYSE:BMY), Baker Hughes (NYSE:BKR), Baxter International Inc. (NYSE:BAX), Walgreen Co., Toyota Motor Corp Ltd Ord (NYSE:TM), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Oracle Corporation (NYSE:ORCL), Myriad Genetics, Inc. (NASDAQ:MYGN), CarMax Inc (NYSE:KMX), Intuitive Surgical, Inc. (NASDAQ:ISRG), Ford Motor Company (NYSE:F), Cree, Inc. (NASDAQ:CREE), Core Laboratories N.V. (NYSE:CLB), Bio-Rad Laboratories, Inc. (NYSE:BIO), United Technologies Corporation (NYSE:UTX), International Business Machines Corporation (NYSE:IBM), General Mills, Inc. (NYSE:GIS), Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC)
Topics covered: Prison Privatization Trends, Growth Opportunities in Data Security, A Pickup in Aftermarket and OEM Production
Companies covered: Williams Partners LP (NYSE:WPZ), Spectra Energy Partners, LP (NYSE:SEP), Regency Energy Partners LP, Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), El Paso Pipeline Partners, L.P, Enterprise Products Partners L.P. (NYSE:EPD), Iron Mountain Incorporated (NYSE:IRM), Geo Group Inc (The) (NYSE:GEO), Corrections Corporation of America (NYSE:CXW), Cintas Corporation (NASDAQ:CTAS), United Stationers Inc. (NASDAQ:USTR), Unifirst Corporation (NYSE:UNF), Staples, Inc. (NASDAQ:SPLS), Office Depot, Inc. (NASDAQ:ODP), Nash Finch Co., G&K Services Inc., Core-Mark Holding Company, Inc. (NASDAQ:CORE), Checkpoint Systms, Inc. (NYSE:CKP), Titanium Metals Corp., RTI International Metals, Inc. (NYSE:RTI), Hexcel Corporation (NYSE:HXL), General Electric Company (NYSE:GE), Boeing Company (The) (NYSE:BA), Aerosonic Corp., Sparton Corporation (NYSE:SPA)
